Institutional Ownership Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB). We have compiled data on the 1,359 institutions that hold shares in the stock, with a total of 93 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
972
shares
|
$308,590
0.01% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 02, 2024 Q2 2024 |
972
shares
|
$308,590
0.23% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
967
shares
|
$307,003
0.05% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
966
shares
|
$306,685
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
965
shares
|
$306,368
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 13, 2024 Q2 2024 |
963
shares
|
$305,733
0.15% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
958
shares
|
$304,145
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
957
shares
|
$303,828
0.07% of portfolio
|
Q3 2024
Reduced 47.24%
|
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
952
shares
|
$302,240
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
952
shares
|
$302,240
0.01% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Aug 09, 2024 Q2 2024 |
951
shares
|
$301,923
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
950
shares
|
$301,606
0.03% of portfolio
|
Q1 2023
Added 111.11%
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
937
shares
|
$297,478
0.02% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
924
shares
|
$293,351
0.03% of portfolio
|
Q4 2023
Reduced 0.22%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
920
shares
|
$292,081
0.13% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
920
shares
|
$292,081
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
919
shares
|
$291,764
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Jul 23, 2024 Q2 2024 |
919
shares
|
$291,764
0.16% of portfolio
|
Q2 2024
Added 10.46%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Aug 05, 2024 Q2 2024 |
916
shares
|
$290,811
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
914
shares
|
$290,176
0.01% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
914
shares
|
$290,176
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
913
shares
|
$289,859
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
912
shares
|
$289,541
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
910
shares
|
$288,906
0.02% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
908
shares
|
$288,271
0.02% of portfolio
|
Q2 2024
New holding
|